Client intake and onboarding for law firms
Run the consult. Onboarding runs itself.
The consultation form your attorneys work from. The client's answers are in it before the meeting starts. When it ends, one button drafts the fee agreement and opens the matter.
From the booking
Maria Alvarez
Thu 10:00 a.m. · Free consult
For what happens next
Outcome
Paid from the recovery. Nothing due upfront, so there's no payment plan.
6 × $500
No fee needed for this outcome.
Onboarding actions
Ready
Turn 40 minutes of admin into two clicks.
Here's what a new hire takes by hand at most firms we work with, next to what it takes with Onboardin5.
By hand
40 min
- Retype the client into your case manager10 min
- Draft and send the fee agreement15 min
- Create and send the invoice5 min
- Build the client folder and file the notes4 min
- Write the welcome email3 min
- Update the lead and tell the team3 min
With Onboardin5
Two clicks
Hire, decline, refer out or follow up.
Every step on the left runs on its own, with a receipt for each.
Then someone gives the drafted fee agreement a quick look before it goes to the client.
Drag to match your firm. Your minutes will vary with your case types and tools.
Before the consult
Walk in prepared, with 30 seconds to spare.
Your screening form, the booking and the consult fee land on one record the moment a client books. The attorney opens it and the top half is already filled in.
Matched to the right person.
A screening taken weeks earlier attaches by phone, email and name. When two people share a phone number, it stops and asks someone on your team.
What the attorney types stays put.
A late update from another system can fill a blank field. It can't overwrite a note or a fee someone already entered.
Your receptionists never log in.
They screen the caller in a public form. Everything else happens behind it, wherever you track leads and in the consult record.
During the consult
The form asks for what your fee agreement needs.
Pick a matter type and the right fee terms appear: a percentage for a contingency case, a flat fee and payment plan for everything else. Default fees and scope of services fill in from your settings.
It won't let a fee with a missing zero slip through. Attorneys can finish it in the room, or staff can finish it from their notes later.
Matter type
Onboarding actions
A receipt for every step, even the ones that stall.
Every action writes back to the consult, so your team can see what landed and what's still in flight. LFA watches for anything that gets stuck.
A tool goes down mid-run.
The step waits in a queue and tries again. Nothing disappears.
Two leads share a phone.
It holds the match for a person to confirm, so one client's answers never land in front of another client's attorney.
A returning client books again.
The new booking finds the client you already have, so you don't end up with a duplicate matter.
Works with the tools you already run.
Bookings and screenings come in on one side. Your case manager, documents, billing and lead tracking update on the other.
If your tool has an API, we can most likely connect it. Ask about yours ›
Setup
Go live in 14 days.
We build it with you. If you're not live in 14 days, the implementation is free, and every account on your team is included. How we onboard you ›
You pick the tools.
Start with the two or three that carry the most retyping today. Add more later.
We design and test it.
On your real accounts, including returning clients, double bookings and a tool that goes down mid-run.
You go live with guides.
Written guides for each role, a map of what every save sets off, and training for the whole team.
Security
Built for privileged client data.
Two-factor sign-in
On for every firm, and checked on every screen and every data request.
Your firm, walled off
Each firm's records sit apart from every other firm's, with sensitive fields encrypted.
No trackers inside
The analytics on this website can't run on your sign-in page or anywhere in the app.
Support access on record
When LFA opens your workspace to help, it logs who, when and why in your audit trail.
Pricing
One price for the whole firm.
Starting at
$199 / month
Priced by how many tools you connect. Unlimited users and unlimited attorneys on every plan. Already an LFA client? Onboardin5 comes with your support plan.